Loading…
CIK 0002101641 • 12 13F filings • Dec 19, 2025 – Jul 9, 2026
Import this data to Google Sheets with:
=jivedata("finivi-inc-0002101641-filer","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| 3M CO | COM | $258K | 0.2% | 2,431 SH | |
| ABBOTT LABS | COM | $893K | 0.8% | 7,859 SH | |
| ABBVIE INC | COM | $291K | 0.3% | 1,598 SH | |
| ALPHABET INC | CAP STK CL A | $382K | 0.3% | 2,534 SH | |
| ALPHABET INC | CAP STK CL C | $3.9M | 3.6% | 25,882 SH | |
| AMAZON COM INC | COM | $4.6M | 4.2% | 25,662 SH | |
| AMERICAN INTL GROUP INC | COM NEW | $471K | 0.4% | 6,027 SH | |
| AMERICAN TOWER CORP NEW | COM | $232K | 0.2% | 1,173 SH | |
| APPLE INC | COM | $3.7M | 3.3% | 21,319 SH | |
| APPLIED MATLS INC | COM | $751K | 0.7% | 3,640 SH | |
| AT&T INC | COM | $1.0M | 0.9% | 59,226 SH | |
| AURORA INNOVATION INC | CLASS A COM | $377K | 0.3% | 133,784 SH | |
| BANK AMERICA CORP | COM | $770K | 0.7% | 20,316 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $3.5M | 3.2% | 8,283 SH | |
| BROADCOM INC | COM | $3.0M | 2.7% | 2,250 SH | |
| CANADIAN NAT RES LTD | COM | $475K | 0.4% | 6,220 SH | |
| CATERPILLAR INC | COM | $405K | 0.4% | 1,106 SH | |
| CHIPOTLE MEXICAN GRILL INC | COM | $308K | 0.3% | 106 SH | |
| CHUBB LIMITED | COM | $777K | 0.7% | 3,000 SH | |
| COCA COLA CO | COM | $201K | 0.2% | 3,281 SH | |
| COMCAST CORP NEW | CL A | $868K | 0.8% | 20,026 SH | |
| COSTCO WHSL CORP NEW | COM | $2.3M | 2.1% | 3,162 SH | |
| CVS HEALTH CORP | COM | $810K | 0.7% | 10,157 SH | |
| DEERE & CO | COM | $1.8M | 1.6% | 4,273 SH | |
| DEVON ENERGY CORP NEW | COM | $445K | 0.4% | 8,873 SH | |
| ELI LILLY & CO | COM | $3.9M | 3.5% | 5,010 SH | |
| EVERSOURCE ENERGY | COM | $564K | 0.5% | 9,439 SH | |
| EXXON MOBIL CORP | COM | $2.9M | 2.6% | 24,796 SH | |
| GLOBAL X FDS | US INFR DEV ETF | $548K | 0.5% | 13,753 SH | |
| GOLDMAN SACHS GROUP INC | COM | $243K | 0.2% | 582 SH | |
| HOME DEPOT INC | COM | $636K | 0.6% | 1,658 SH | |
| HONEYWELL INTL INC | COM | $589K | 0.5% | 2,872 SH | |
| INTUITIVE SURGICAL INC | COM NEW | $1.3M | 1.2% | 3,355 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $6.8M | 6.2% | 15,336 SH | |
| ISHARES TR | RUSSELL 2000 ETF | $673K | 0.6% | 3,198 SH | |
| ISHARES TR | U.S. MED DVC ETF | $553K | 0.5% | 9,441 SH | |
| JOHNSON & JOHNSON | COM | $665K | 0.6% | 4,204 SH | |
| JPMORGAN CHASE & CO | COM | $777K | 0.7% | 3,879 SH | |
| KROGER CO | COM | $2.1M | 1.9% | 36,110 SH | |
| LULULEMON ATHLETICA INC | COM | $223K | 0.2% | 570 SH | |
| MARATHON PETE CORP | COM | $1.1M | 1.0% | 5,648 SH | |
| MASTERCARD INCORPORATED | CL A | $219K | 0.2% | 454 SH | |
| MCDONALDS CORP | COM | $2.7M | 2.5% | 9,639 SH | |
| META PLATFORMS INC | CL A | $3.4M | 3.1% | 7,080 SH | |
| MICROSOFT CORP | COM | $5.3M | 4.8% | 12,715 SH | |
| MICROSTRATEGY INC | CL A NEW | $290K | 0.3% | 170 SH | |
| MURPHY OIL CORP | COM | $383K | 0.3% | 8,374 SH | |
| NETFLIX INC | COM | $1.6M | 1.4% | 2,599 SH | |
| NEXTERA ENERGY INC | COM | $2.1M | 1.9% | 32,677 SH | |
| NU HLDGS LTD | ORD SHS CL A | $2.5M | 2.2% | 207,800 SH | |
| NUCOR CORP | COM | $496K | 0.4% | 2,507 SH | |
| NVIDIA CORPORATION | COM | $3.1M | 2.8% | 3,378 SH | |
| ORACLE CORP | COM | $663K | 0.6% | 5,277 SH | |
| OREILLY AUTOMOTIVE INC | COM | $2.4M | 2.2% | 2,155 SH | |
| PALO ALTO NETWORKS INC | COM | $698K | 0.6% | 2,456 SH | |
| PEPSICO INC | COM | $247K | 0.2% | 1,411 SH | |
| PHILIP MORRIS INTL INC | COM | $538K | 0.5% | 5,874 SH | |
| PROCTER AND GAMBLE CO | COM | $1.3M | 1.2% | 7,933 SH | |
| PROTALIX BIOTHERAPEUTICS INC | COM | $18K | 0.0% | 14,544 SH | |
| RTX CORPORATION | COM | $217K | 0.2% | 2,228 SH | |
| S&P GLOBAL INC | COM | $287K | 0.3% | 674 SH | |
| SALESFORCE INC | COM | $1.4M | 1.2% | 4,521 SH | |
| SELECT SECTOR SPDR TR | ENERGY | $551K | 0.5% | 5,842 SH | |
| SELECT SECTOR SPDR TR | INDL | $2.4M | 2.2% | 19,272 SH | |
| SELECT SECTOR SPDR TR | SBI CONS DISCR | $239K | 0.2% | 1,299 SH | |
| SELECT SECTOR SPDR TR | SBI MATERIALS | $1.7M | 1.6% | 18,760 SH | |
| SERVICENOW INC | COM | $335K | 0.3% | 439 SH | |
| SHELL PLC | SPON ADS | $715K | 0.6% | 10,671 SH | |
| SPDR GOLD TR | GOLD SHS | $563K | 0.5% | 2,735 SH | |
| SPDR SER TR | S&P BIOTECH | $1.9M | 1.7% | 20,028 SH | |
| SPDR SER TR | S&P REGL BKG | $1.3M | 1.1% | 25,102 SH | |
| TESLA INC | COM | $290K | 0.3% | 1,649 SH | |
| UBER TECHNOLOGIES INC | COM | $707K | 0.6% | 9,183 SH | |
| ULTA BEAUTY INC | COM | $1.2M | 1.1% | 2,351 SH | |
| UNION PAC CORP | COM | $263K | 0.2% | 1,067 SH | |
| UNITED RENTALS INC | COM | $1.4M | 1.3% | 2,007 SH | |
| UNITEDHEALTH GROUP INC | COM | $2.4M | 2.2% | 4,828 SH | |
| VALERO ENERGY CORP | COM | $269K | 0.2% | 1,574 SH | |
| VANECK ETF TRUST | OIL SERVICES ETF | $1.5M | 1.3% | 4,417 SH | |
| VERIZON COMMUNICATIONS INC | COM | $341K | 0.3% | 8,136 SH | |
| VISA INC | COM CL A | $597K | 0.5% | 2,140 SH | |
| WALMART INC | COM | $3.7M | 3.4% | 61,827 SH | |
| WISDOMTREE TR | INDIA ERNGS FD | $1.7M | 1.6% | 39,380 SH | |
| WORKDAY INC | CL A | $307K | 0.3% | 1,124 SH |
| 13F-HR |
| 0002085853-25-000307 |
| $125.1M |
| View |
| Dec 19, 2025 | Q4 2023 | 13F-HR | 0002085853-25-000304 | $102.4M | View |
| Dec 19, 2025 | Q4 2021 | 13F-HR | 0002085853-25-000303 | $94.7M | View |
| Dec 19, 2025 | Q3 2025 | 13F-HR | 0002085853-25-000310 | $157.0M | View |
| Dec 19, 2025 | Q3 2024 | 13F-HR | 0002085853-25-000306 | $123.4M | View |
| Jul 9, 2026 | Q2 2026 | 13F-HR | 0002085853-26-000668 | $194.9M | View |
| Dec 19, 2025 | Q2 2025 | 13F-HR | 0002085853-25-000309 | $147.6M | View |
| Dec 19, 2025 | Q2 2024 | 13F-HR | 0002085853-25-000305 | $120.7M | View |
| Apr 10, 2026 | Q1 2026 | 13F-HR | 0002085853-26-000338 | $183.1M | View |
| Dec 19, 2025 | Q1 2025 | 13F-HR | 0002085853-25-000308 | $124.3M | View |
| Dec 19, 2025 | Q1 2024 | 13F-HR | 0002085853-25-000302 | $110.5M | View |